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What’s New, What’s Coming: 2026 Fall Product Roadmap

What’s New, What’s Coming: 2026 Fall Product Roadmap

For eighteen years, SmartVault has run the infrastructure accounting and tax firms depend on to manage their entire tax workflow, not just their documents: Engage, Collect, Prep and Review, Deliver, and Archive, all inside one connected system of record. As your firm gears up for tax season 2027, join us to see what's new, what's coming, and how it sets you up for your most efficient season yet.
Published: September 29, 2026

Are you an Intuit user? Mark your calendar! We have some exciting integration enhancements to share that will save you 60-90 minutes per return.

Whether you’re already a SmartVault customer or evaluating your options ahead of next season, this is your inside look at where we’re headed.

Agenda

  • SmartRequestAI for Lacerte and ProConnect users: Automatically build a custom questionnaire from a client’s prior-year data pulled directly from your tax software, then send the finished workpaper back with a single click, populating the draft return with no manual entry
  • For UltraTax CS firms, see how file retention in SmartVault supports your move off FileCabinet CS
  • A deep dive into SmartProposal, bringing data-backed pricing, tiered proposals, and payment collection into SmartVault
  • New customer resources, including a preview of our three-part Tax Season Readiness series launching in November
  • Your chance to win a SmartRequestAI prize package worth $625 (50 free Requests!)